All team

Jessica Bedell
Chief Compliance Officer, Wealth Management Specialist
Jess has cared for clients and their financial well-being since 2007, and oversees compliance for the firm.
Education
- Indiana University
Previously
- UBS Financial Services
Away from the office
In her free time, Jess is a culture and travel enthusiast, with a special love for Japan. She also enjoys playing board games with friends and spending time with horses at the barn. Originally from Cincinnati, Jess and her husband live in Lexington, Kentucky.
Imagine the Possibilities
What could your wealth make possible?
A first conversation costs nothing and commits you to nothing. We will talk about where you are, what you want, and whether we are the right fit. If we are not, we will tell you.




